GLDZX Mutual Fund

GLDZX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
+0.07%
3 Months
+0.40%
6 Months
+0.59%
YTD
+0.82%
1 Year
+3.20%
3 Years (annualized)
+4.57%
5 Years (annualized)
+1.98%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLDZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury 1-3 Year Index(BBGUSTR1T3YI)
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+0.12%
vs Peers
+0.70%

GLDZX Mutual Fund Performance

GLDZX performance across multiple time periods: 1-month 0.07%, YTD 0.82%, 1-year 3.20%, 3-year 4.57%, 5-year 1.98%, 10-year 1.94%.

GLDZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

GLDZX vs another fund shows side-by-side returns. GLDZX alternatives are available in the Mutual Fund Screener.